Nehal Thaker, Crpc Email & Phone Number

Falls Church, Virginia, United States

My career spans over 25 years in financial services. In that time, I have worked for organizations that dedicated their mission to guide individuals and families to greater retirement readiness and financial wellness in the public and private sector. I have worked with K-12 educators and staff, university professors, physicians, government employees and first responders. I made my personal mission to help ensure those that served their community have an effective plan to attain security and dignity in retirement.As an Edward Jones financial advisor, I believe it's important to invest my time in understanding what goals you're working toward. When it comes to investing, it's important for me to understand the level of risk you're comfortable in accepting, so that we can balance it with the steps necessary to help reach your long-term goals.I'm fortunate to work with an incredible team. My Sr. Branch Office Administrator, Ekaterina Batenhorst, is dedicated to providing the highest level of service. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can work together to develop specific strategies to help you achieve your goals.On a personal note, my wife and I reside in Chantilly, Virginia, and are the parents of three children. The eldest who graduated from VMI, enlisted in the USCG reserves and is pursuing his master's at Georgetown. We also have a senior in high school going off to college in the fall and a middle schooler/future attorney.

Greater New Jersey And Virginia Areas

Develop and maintain client relationships and engage prospective clients on an ongoing basis.Analyze information gathered from clients to help establish financial goals, risk tolerance, and strategies.Implement investment strategies using asset allocation, diversification, and risk adjusted performance to improve clients’ ability to achieve financial goals.Conduct reviews of clients' accounts and plans to determine if personal or financial changes signal a need for plan adjustments.Offer holistic financial planning and investment advisory services to individuals and businesses.Investment adviser representative and registered representative of, and securities and investment advisory services offered through Voya Financial Advisors, Inc. (member SIPC)

North Atlantic Region

Lead strategic group relationship management for Valic's largest employer clients in Virginia, North Carolina, Maryland and Washington DC.Accountable for relationship management within a diverse employer group ranging from Universities, Governments, Hospitals, and Public Schools. Establish and execute aggressive retention strategies, driving continued growth and new business development.Create, implement, and monitor business plans with team of regional management and account managers.Develop new business relationships and cultivate opportunities, increasing penetration and market share across all levels.

Deliver on the growth and retention of ING's Education Market and Retail business in Virginia; Manage the growth and retention of $1.5 billion of ING Education Market defined contribution assets for the assigned Mid-Atlantic States.Recognized in 2009 for highest K12 enrollments from independent and captive distribution partners.Delivered sales results of 128% of objective for 2006 with $38.5 million of new Education sales. Actual sales from 2005 to 2006 saw an increase of 44.31%.Recognized with the highest retention results for the entire Southeastern U.S.Ranked #2 in the U.S. Education Market for percentage sales versus objective for 2006.Recognized as the 2006 Champion of Compliance RM for the Education Market.Recognized as #2 in the U.S. for ILIAC/IFA Channel Representative Advocate for 2006.Manage all Sales, Compliance and Supervisory duties for 45 registered representatives.Support all Independent distribution for the ING ReliaStar business. This represented $26 million in new business for 2008. Doubled retail GDC production from 2007 to 2008 with over $1.5 million in GDC for 2008.Manage regional industry relations activities with CUPA-HR, AASA and ASBO.

Support the acquisition of profitable, risk-controlled business, which significantly and favorably contributes to the Education Market Group and ING's financial position. Manage Education Market RFP process including coordination with Field (Career and Independent partners), Product, Actuarial, Investment Group, and RFP consultants.Collaborate with Sales and Product Manager to set sales objectives, acquire additional assets, and assure visibility with customers and intermediaries within various distribution channels.Partner with ILIAC and Reliastar Channels to identify and facilitate multiple sales opportunities to individual participants and plan sponsors in the Education arena including 403(b), 457(b), 401(a), DROP, 3121 and Special Pay plans.Educate Independent distribution partners regarding ILIAC products and sponsor sales tools.Develop and participate in delivery of training for assigned product(s) and market(s).Develop and implement education plan for enrollment of new sponsor business.Collaborate with field for finals presentations and annual plan sponsor reviews.Interface with Compliance to ensure sales and marketing literature is appropriately marketed and written.Assist with management of regional and national conferences for CUPA-HR, AASA and ASBO.

Managed development and introduction of 60 new Acquisition Team representatives.Oversaw training and implementation of 60 Acquisition Team representatives.Trained representatives on listening skills, managing emotions, and objective speaking.Created and implemented cross-sell matrix that increased close-ratio which maximized accounts opened while minimizing average call handle time.Provided brokerage and sales support for 45 representatives.Recognized for acquisition program that brought in additional 41,000 accounts.Worked with Internet Development Team on acquisition E-banking project.

Educated clients on various retirement and investment products.Conducted national on-site enrollment meetings for payroll deduct brokerage account.Assisted clients in retail storefront in meeting financial goals through variety of CFS retail products.Recognized for highest assets retained for month of July 1998 of $1.3 million and for the 2nd quarter of 1998 of $3.2 million.Conducted education seminars and for representatives on asset retention techniques.

Supervised retirement distribution specialist in charge of retaining assets.Responsible for supervision of 25 asset retention representatives.Handled escalated situations, coached representatives, and monitored inbound and outbound calls to ensure quality and compliance.Responsible for counseling several thousand 401K plan participants in regards to handling of their retirement accounts upon termination of employment or retirement.Responsibilities consisted of retaining assets within client's current plan and/or explaining and convincing participants of benefits of Discount Brokerage IRA.